Wealthfront vs Betterment

by George Windsor Updated: January 8, 2018 Robo-Advisor


Review	Wealthfront Review	Betterment Review
Overall Rating	1 2 3 4 5	1 2 3 4 5
Management Fees Annually	0.0% up to $10,000 0.25% above $10,000	Digital: 0.25% Premium: 0.40%
Fund Fees	0.12%	0.09% → 0.17%
Account Types	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529	Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit
529 Guidance	✅	✅
Chartered Financial Professionals	No Human Advice	✅
Automatic Tax Loss Harvesting	✅	✅
Tax Coordinated Strategy	✅	✅
Tax Minimization Method	N/A	N/A
Automatic Portfolio Rebalancing	✅	✅
Private Wealth Management	❌	❌
Socially Responsible/Values Based Investing	✅	✅
Supports Charitable Donations	❌	✅
Account Minimum	$500	Digital: $0 Premium: $100,000
Fractional Shares	❌	✅
Retirement Planning Tools	✅	✅
Support Real Estate Investments	✅	❌
Investment Method	Based on risk tolerance	Based on risk tolerance
Portfolio holdings	ETFs & Individual Securities	ETFs
Technology	Web-based, iOS & Android	Web-based, iOS & Android
Gender Focus	Male & Female	Male & Female
Security	Two-factor authentication, 256-bit SSL	Two-factor authentication, 256-bit SSL
Customer Service	Phone, Email	Phone, Email, Live Chat
User Experience	Very Good	Excellent
Promotions	First $10k Managed Free	Up to 1 Year Free

Life-and-death investing...

Nobody goes without air conditioning in Arizona. It can be a matter of life and death. So, the company that makes our 48th state livable is feeding a demand so desperate that most businesses will never see anything like it.

Great news for us, because we own the stock... and 36 more just like it... and they are up 565% each.

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